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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,700 | $59,839-85.5% | $81,988-89.4% | $79,858-89.1% |
| Participation rate | 42.6% | 61.6%-19.0pp | 69.3%-26.6pp | 69.6%-27.0pp |
| Annual return | 16.11% | 17.56%-1.4pp | 41.31%-25.2pp | 31.72%-15.6pp |
| Employer contribution / active EE | $438 | $1,713-74.4% | $2,498-82.5% | $2,471-82.3% |
| Participant deferral / active EE | $1,451 | $2,695-46.2% | $3,722-61.0% | $3,740-61.2% |
| Admin fee / account holder | $854 | $4,287-80.1% | $5,665-84.9% | $5,306-83.9% |